PARIS (Reuters) – Oracle flies to the stock market on Wednesday, touching a historic summit, after having said Tuesday expect orders in its dematerialized computer activity to exceed $ 500 billion.

At Wall Street, around 2:00 p.m. GMT, the action climbs from 37.27% to 332 dollars after affecting $ 339.68 in session, a record level. If the gains are maintained until the closing, it will be the best performance of the group on the stock market on a session since 1992, while the average of the recommendations of analysts is at the “purchase” on the value, according to LSEG data.

Oracle’s market capitalization is now bordering on $ 1,000 billion.

In the wake of Oracle, Nvidia jumped 4%, Advanced Micro Devices of 2.15%, Broadcom by 7%and Coreweave by 21%, while the semiconductor index advances by 0.50%.

For analysts of Bofa Global Research, even if questions remain on the profitability of investment in artificial intelligence (AI), it is obvious that Oracle takes market share in IA infrastructure, an important segment and rapid growth.

The oracle action soars due to optimism on revenues related to AI, sending a strong message to the entire market, underlines Russ MOULD, director of investments at AJ BELL.

(Written by Claude Chendjou, with the contribution of Akash Sriram and Akriti Shah, edited by Blandine Hénault)

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